MWM
APC

Merriman Wealth Management’s Anadarko Petroleum APC Stock Holding History

Merriman Wealth Management’s Portfolio APC Stock Details APC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-18,303
Closed -$982K – 216
2017
Q4 		$982K Sell
18,303
-10,723
-37% -$527K 0.24% 84
2017
Q3 		$1.42M Sell
29,026
-4,823
-14% -$213K 0.34% 68
2017
Q2 		$1.53M Sell
33,849
-5,757
-15% -$305K 0.43% 51
2017
Q1 		$2.46M Buy
39,606
+549
+1% +$36.5K 0.6% 46
2016
Q4 		$2.72M Sell
39,057
-1,933
-5% -$126K 0.74% 33
2016
Q3 		$2.6M Sell
40,990
-10,620
-21% -$592K 0.53% 56
2016
Q2 		$2.75M Buy
+51,610
New +$2.62M 0.77% 36

Other funds holding APC

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Merriman Wealth Management's APC Position: Q1 2018 in Review

Merriman Wealth Management sold out of Anadarko Petroleum (APC) in Q1 2018, closing a stake of 18,303 shares — an estimated $982K sold.

Merriman Wealth Management first reported a position in APC in Q2 2016 and held it in 7 quarters. The position peaked at $2.75M in Q2 2016. 832 funds tracked by Wall St. Rank hold APC as of Q1 2018.

  • Merriman Wealth Management reported no remaining Anadarko Petroleum position as of Q1 2018 after selling out during the quarter.
  • Merriman Wealth Management sold 18,303 Anadarko Petroleum shares in Q1 2018, an estimated $982K.
  • Merriman Wealth Management first reported a position in Anadarko Petroleum in Q2 2016 and held it in 7 quarters.
  • Merriman Wealth Management's Anadarko Petroleum position peaked at $2.75M in Q2 2016.
  • 832 funds tracked by Wall St. Rank held Anadarko Petroleum as of Q1 2018.

Based on Merriman Wealth Management's 13F filing for Q1 2018, filed 10 Apr 2018.